In this episode, Praemium's General Manager Distribution talks to Rebecca Fahey, Managing Partner and Theresa Elhage, Senior Associate at SLF Lawyers a leading law firm about estate planning. The discussion covers the importance of estate planning for high net worth individuals and strategies for navigating complexities in family structures, blended families, and estranged relationships. Rebecca and Theresa also discuss the role of trusts, tax planning, and philanthropic goals in estate planning and the importance of collaboration between financial planners, attorneys, and other professionals to develop a holistic financial plan designed to preserve a client's wealth for future generations.

The information in this podcast is provided for information purposes only for financial advisers and should not be used in place of legal professional advice. We would encourage you to seek legal professional advice for any estate planning matters.